New York Life is dedicated to serving professional advisors

Investment Philosophy

Often investment portfolios are delicately balanced. Our objective is to help you to coordinate your investments and investment managers so that each supports and strengthens the others. By working together with you and your investment managers we strive to keep your portfolio strong even when others are toppling.

We assure that your investments complement each other by:

Helping to understand your liquidity needs so that you and your family don’t run out of time.

Coordinating and balancing the work of your existing managers and other advisors.

Ralph Sklar and Thomas Kanaley are Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser. Collectively, these agents are licensed in CA, IL, MA, NV, NY, SC, and UT. As such, these services are strictly intended for individuals residing in the specific states referenced.

Ralph Sklar, Thomas Kanaley, and David Scharff are Registered Representatives of, and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and licensed in CA & NY. No offers may be made or accepted from any resident outside of the specific states referenced.

Ralph Sklar, CA Insurance License #0B49193; David Scharff, CA Insurance License #0689910; and Thomas J. Kanaley, CA Insurance License #0D07336, are agents licensed to sell insurance through New York Life Insurance Company and are licensed with various other independent unaffiliated insurance companies in the state of California. They are collectively licensed in CA, IL, MA, NV, NY, SC, and UT. No insurance business may be conducted outside the specific states referenced.